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Secrest Blakey & Associates’s McDonald's MCD Stock Holding History

Secrest Blakey & Associates’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$206K Buy
+938
New +$193K 0.47% 55
2019
Q3 		– Sell
-1,014
Closed -$211K – 138
2019
Q2 		$211K Buy
+1,014
New +$201K 0.18% 93

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secrest Blakey & Associates's MCD Position: Q3 2020 in Review

Secrest Blakey & Associates opened a new position in McDonald's (MCD) in Q3 2020: 938 shares worth $206K. The stake represents 0.47% of the portfolio and ranks #55 among its holdings. This is a return to the name: Secrest Blakey & Associates previously reported a position in MCD as recently as Q2 2019.

Secrest Blakey & Associates first reported a position in MCD in Q2 2019 and has held it in 2 quarters since. The position peaked at $211K in Q2 2019. 2,279 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Secrest Blakey & Associates held 938 shares of McDonald's worth $206K as of Q3 2020.
  • McDonald's was a new Secrest Blakey & Associates position in Q3 2020.
  • McDonald's made up 0.47% of Secrest Blakey & Associates's portfolio in Q3 2020, its #55 holding.
  • Secrest Blakey & Associates first reported a position in McDonald's in Q2 2019 and has held it in 2 quarters since.
  • Secrest Blakey & Associates's McDonald's position peaked at $211K in Q2 2019.
  • 2,279 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.